Reliant Wealth Planning Boosts Holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Reliant Wealth Planning boosted its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 66.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,189 shares of the company’s stock after acquiring an additional 10,832 shares during the period. Schwab US Broad Market ETF comprises approximately 0.3% of Reliant Wealth Planning’s portfolio, making the stock its 18th largest position. Reliant Wealth Planning’s holdings in Schwab US Broad Market ETF were worth $617,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Versant Capital Management Inc lifted its holdings in shares of Schwab US Broad Market ETF by 201.0% in the 4th quarter. Versant Capital Management Inc now owns 14,004 shares of the company’s stock valued at $318,000 after purchasing an additional 9,352 shares during the last quarter. Fulcrum Equity Management increased its position in Schwab US Broad Market ETF by 6.3% during the third quarter. Fulcrum Equity Management now owns 11,192 shares of the company’s stock worth $744,000 after buying an additional 668 shares during the period. Wilmington Savings Fund Society FSB acquired a new stake in shares of Schwab US Broad Market ETF in the third quarter valued at approximately $703,000. Franklin Resources Inc. boosted its holdings in shares of Schwab US Broad Market ETF by 952.4% in the third quarter. Franklin Resources Inc. now owns 4,420 shares of the company’s stock valued at $294,000 after acquiring an additional 4,000 shares during the period. Finally, Tudor Financial Inc. acquired a new position in shares of Schwab US Broad Market ETF in the 3rd quarter valued at $996,000.

Schwab US Broad Market ETF Price Performance

SCHB stock opened at $23.32 on Monday. The company has a market cap of $10.72 billion, a price-to-earnings ratio of 25.24 and a beta of 1.02. The company has a fifty day moving average price of $23.20 and a 200 day moving average price of $22.39. Schwab US Broad Market ETF has a 12 month low of $19.04 and a 12 month high of $23.73.

Schwab US Broad Market ETF Profile

Schwab U.S. Broad Market ETF (the Fund) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index (the Index). The Index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace. The Fund’s index includes the 2,500 publicly traded United States companies for, which pricing information is available.